A 109% revenue surge and Q1 guidance 8% above consensus are the headline. The 30%+ supply gap...
Oracle and Quantinuum aren’t announcing a research project. They’re announcing the architecture of the next computing stack.
A $626 million operating loss, a $104 billion backlog, and a capex guide that just jumped again,...
An Iranian adviser signaled the Hormuz standoff may last into 2029. Marathon Petroleum just posted $17.73 in...
A revenue miss still sent SMCI up about 10%. Gross margin rising to about 17% is rewriting...
Atlassian’s FY27 revenue deceleration is a Data Center timing artifact. The cloud engine and Rovo adoption curve...
The Adit Ventures case is a warning for pre-IPO funds promising access to SpaceX, Klarna, and the...
The stock was down 50% for the year. Then CEO Jeff Tangney said six words that rewrote...
A $10B margin loan on private OpenAI shares, $40B of OpenAI bridge debt due March 2027, and...
The options market is flashing a signal it almost never sends. Here is what it means for...
